Major Wall Street Investment Firm Client Service Specialist with a passion for serving clients.
ROLE DESCRIPTION
- Building strong, personal relationships with clients is a key component the Independent Branches’ success. Client Service Specialists greet clients and prospects with warm enthusiasm when they call or visit the branch, ensuring they feel welcomed and appreciated
- Deliver outstanding service and provide all clients with an exceptional experience
- Support branch marketing activities to help drive client acquisition and deepen relationships with existing clients
KEY RESPONSIBILITIES
- Greet clients in person and over the phone
- Receive checks and security deposits and process new accounts
- Schedule client consultations and help facilitate client requests
- Maintain branch to brand standards
- Assist the Branch Leader and sales staff with meeting client needs
- Coordinate marketing efforts for the branch, including but not limited to seminars and events, and outgoing client service phone calls
SKILLS & QUALIFICATIONS
We place a premium on high performance, quality service and the ability to execute the firm's strategy. Essential skills include:
- Demonstrated experience handling client concerns and issues with tact and diplomacy
- Ability to manage multiple client situations, needs and inquiries simultaneously
- Ability to work independently and as part of a team
- Strong attention to detail
- Able to develop and maintain good cross-enterprise working relationships
- Must be proficient with Microsoft Office
- Strong phone and interpersonal relationship skills
- Demonstrated experience supporting marketing efforts such as inviting clients and prospects to attend events, handling event logistics, etc.
POSITION LOCATION:
Perrysburg, OH
Benefits:
Schedule:
Typical end time:
Typical start time:
Work Remotely
Job Types: Full-time, Part-time
Pay: $14.00 - $17.00 per hour
Experience:
- Customer Relationship Management: 1 year (Preferred)
- Microsoft Office: 1 year (Preferred)
- Office Management: 1 year (Preferred)
Work Location: In person